Financial Services Support Specialist

Shell Point Retirement Community • Fort Myers, FL

13h • Onsite

About The Position

The Legacy Foundation at Shell Point is seeking a detail-oriented Financial Services Support Specialist to join our team! This role is responsible for processing bill payments, maintaining accurate financial records, reconciling accounts, making deposits, and updating QuickBooks. The Financial Services Support Specialist works closely with residents, family members, financial institutions, and professional advisors to ensure financial obligations are met accurately and on time. Additional responsibilities include reviewing account activity, monitoring budgets, assisting with tax-related documentation, maintaining client files, and supporting general office operations.

Requirements

• Bookkeeping or QuickBooks experience
• Strong computer skills
• Strong communication skills
• Exceptional attention to detail
• High degree of patience and professionalism when working with the senior population
• At least five years of bookkeeping, banking, or similar financial services experience

Nice To Haves

• Associate degree in accounting or related coursework

Responsibilities

• Processing bill payments
• Maintaining accurate financial records
• Reconciling accounts
• Making deposits
• Updating QuickBooks
• Reviewing account activity
• Monitoring budgets
• Assisting with tax-related documentation
• Maintaining client files
• Supporting general office operations

Benefits

• Medical, Vision & Dental
• FREE Onsite Health Clinic with FREE Generic Prescriptions
• 403(b) with Company Match
• Generous Paid Time Off (PTO)
• Group Term Life Insurance
• Free Annual Flu Shot
• Employee Assistance Program
• Discounted Employee Café
• Bridge Toll Reimbursement
• Corporate Discounts
• Tuition Discounts & Scholarships
• Interest Free Emergency Loan Program
• Referral Bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree